Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benedetto? Claim Your ProfileBenedetto Agostino is an investment advisor representative with over 20 years of experience in the financial services industry. Benedetto is currently registered with Cetera Investment Advisers LLC and has previously held positions with Cetera Investment Services LLC, Financial Network Investment Corporation, Wachovia Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Conseco Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Benedetto holds the Series 63, 65, 7, and 24 licenses and is registered with the states of Arizona, California, Pennsylvania, and Texas. Benedetto specializes in working with high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
01/05/2023 - Present
Cetera Investment Advisers LLC (CAMP HILL PA)
PA
12/04/2007 - 08/26/2013
CETERA INVESTMENT SERVICES LLC (ALLENTOWN PA)
PA
06/28/2005 - 12/07/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (HARRISBURG PA)
MO
05/26/2004 - 06/07/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/13/2000 - 06/04/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IN
11/18/1999 - 04/10/2000
CONSECO SECURITIES, INC. (CARMEL IN)
MN
08/17/1999 - 09/14/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/17/1999 - 09/14/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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